Bartlett Brainard Eacott, Inc. Employee Stock Ownership Plan — Form 5500 plan (Bartlett Brainard Eacott, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Bartlett Brainard Eacott, Inc. Employee Stock Ownership Plan is a benefit plan reported by Bartlett Brainard Eacott, Inc. under EIN 06-0736956 and plan number 003. The latest loaded filing year is 2023. The filing reports 54 participants and $5,538,655 in end-of-year plan assets, where available in the loaded dataset.
Key reported metrics
- Plan sponsor
- Bartlett Brainard Eacott, Inc.
- EIN
- 06-0736956
- Plan number
- 003
- Plan type
- 2
- Location
- Bloomfield, CT
- Latest filing year
- 2023
- Participants
- 54
- End-of-year plan assets
- $5,538,655
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 54 | I | 20241014141218NAL0044824560001 |
Reported financial statement (2023 · Schedule I)
Net assets
- Total assets (EOY)
- $5,538,655
- Total liabilities (EOY)
- $2,400,925
- Net assets (EOY)
- $3,137,730
- Net assets (BOY)
- $0
Income & contributions
- Employer contributions
- $141,018
- Total income / additions
- $3,179,438
Expenses & distributions
- Total expenses
- $41,708
- Net increase / (decrease)
- $3,137,730
Service provider compensation (Schedule C)
No Schedule C service provider compensation is loaded for this plan yet.